See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,890 | $89,753-79.0% | $107,525-82.4% | $84,808-77.7% |
| Participation rate | 74.5% | 68.1%+6.4pp | 75.1%-0.6pp | 68.3%+6.2pp |
| Annual return | 19.22% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,280 | $3,113-58.9% | $3,754-65.9% | $2,631-51.4% |
| Participant deferral / active EE | $2,023 | $4,056-50.1% | $5,116-60.5% | $4,212-52.0% |
| Admin fee / account holder | $191 | $7,222-97.4% | $8,919-97.9% | $7,344-97.4% |